Projects can be a hub for all the parts required to get the big job done. Linking tasks, appointments and emails you have in other parts of Intellect to a project does require you to learn a new skill: Drag, Hover, and Drop
Drag - just find an item on the display and click and hold on the item to start dragging it
Hover - from the screen shot on the left, you should see the hover zone right over the Projects button in the lower left corner of our screen. Once you mouse-over this area, the section above will display the Project Drop List with all of your existing projects displayed. (Don't let go of the item yet!)
Drop - move your mouse up to this new Project Drop List window and drop it on an existing project (or even New Project) to link it up.
This help article applies to Intellect 3